LIBERTATE ADVISORY PTY LTD


Address: Brisbane, QLD 4001, Australia

LIBERTATE ADVISORY PTY LTD (Licence# 000498219) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is August 22, 2017.

Service Overview

Register Name AFS Licence
Licence Name LIBERTATE ADVISORY PTY LTD
Licence Number 000498219
Licence ABN 77618553889
Issue Date 2017-08-22
Locality BRISBANE
State QLD
Postcode 4001
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • derivatives;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • life products including:
      • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
      • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • interests in managed investment schemes limited to:
      • MDA services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities;
      • standard margin lending facility; and
      • superannuation; and
  • deal in a financial product by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • interests in managed investment schemes limited to:
        • MDA services; and
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
      • deposit and payment products limited to:
        • basic deposit products;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • life products including:
        • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
        • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001264378 DANIEL WILLIAM WALLACE Current 2018-05-28
001258410 GRANT ANDREW WALLACE Current 2017-08-23

Office Location

Locality BRISBANE
State QLD
Postcode 4001
Country Australia

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Service Name Issue Date Locality
HARVEST FUNDS PTY LTD 2017-01-24 Brisbane, QLD 4001, Australia
TYNANS PTY LTD 2015-12-18 Brisbane, QLD 4001, Australia
STRATEGIC SOLUTIONS AUSTRALIA PTY. LTD. 2003-07-01 Brisbane, QLD 4001, Australia

Financial services with the same locality

Service Name Issue Date Locality
TRUEBELL CAPITAL PTY LTD 2018-07-09 Brisbane, QLD 4000, Australia
DAIRY FUND MANAGEMENT LIMITED 2018-05-22 Brisbane, QLD 4000, Australia
SHELL ENERGY AUSTRALIA PTY LTD 2018-02-19 Brisbane, QLD 4000, Australia
SHERRIN PARTNERS SERVICES PTY LTD 2017-08-23 Brisbane, QLD 4000, Australia
SMART SOLUTIONS GROUP (AUST) PTY LTD 2017-07-27 Brisbane, QLD 4000, Australia
TAISHIN INTERNATIONAL BANK CO. LTD. 2017-07-14 Brisbane, QLD 4000, Australia
KERN FINANCE PTY LTD 2017-07-06 Brisbane, QLD 4000, Australia
QSUPER BOARD 2017-07-01 Brisbane, QLD 4000, Australia
BCS BROKING PTY LTD 2017-06-23 Brisbane, QLD 4000, Australia
CAPSTONE GLOBAL AUSTRALIA PTY LTD 2017-06-15 Brisbane, QLD 4000, Australia

Competitor

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Postal Code 4001

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.